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General Discussion

Got a Docusign question that doesn't fit a specific forum? Ask here!

  • 44 Topics
  • 93 Replies
44 Topics
leah.breen
Community Admin
leah.breenLeah Breen
published in General Discussion
How to Write a Best Answer in the Docusign Community

Hi everyone,You may have seen that some replies in the Community are marked as a Best Answer. But what does that mean, and how can you write one?What is a Best Answer and why does it matter?A Best Answer is a reply that directly addresses the original question with clear, helpful information. It can be selected by the person who asked the question or by any other Community member. When a response is marked as Best Answer, it gets pinned to the top so others can quickly find the solution.Tips for writing a great Best AnswerHere’s how to make your answers as helpful and impactful as possible:✅ Be clear and focusedBreak your answer into simple steps or key points. Use paragraphs, bullet points, or bold formatting to make it easy to skim.💡 Share your experienceIf you’ve solved a similar issue, let others know how you approached it. Your real-world experience adds credibility and relatability.💬 Ask clarifying questions (when needed)If the original post is vague, it’s okay to ask for more

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leah.breen
Community Admin
D
Community Admin
Docusign CommunityCommunity Admin
published in General Discussion
Help Forums vs. Groups: Understanding When to Use Which

The Docusign Community offers two key spaces for collaboration and learning: Help Forums and Groups. While they’re both valuable, they serve different purposes. Here's how to decide where to spend your time:Help Forums: Quick answers to specific questionsBest For:Troubleshooting a specific issue. Learning how to use a feature in Docusign. Getting step-by-step guidance on solving a challenge.Why use them:Fast solutions: Ask a question and get answers from other members or experts. Searchable archives: Your question might already be answered—just use the search bar. Wide-ranging topics: Covers everything from technical issues to general tips about Docusign tools.Example questions for Help Forums:"How do I create a custom workflow in Docusign CLM?" "How can I bulk generate documents via Salesforce for Docusign?" "How can I add a signer to an envelope after it’s been sent?"Here’s an example of a post in the Help Forums that follow these guidelines: Groups: Deeper discussions and networking

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Community Moderator
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Community Admin
Docusign CommunityCommunity Admin
published in General Discussion
How to Ask a Great Question That Gets You a Great Answer

The Docusign Community Help Forums are where you can go to get unstuck, get feedback on how you use Docusign, and connect with others who have solved similar challenges.But to get helpful answers, it’s important to ask your question in a way that’s clear and easy to respond to.Here are some simple tips to make sure your post gets the best possible answers:1. Use a clear and descriptive titleA good title sets the stage for your question. Be specific so others know exactly what you're asking.Example:✅ "How do I automate approval workflows in Docusign CLM?"❌ "Need help with workflows!"The first title tells the reader what the issue is about, helping the right experts find and answer your question.2. Provide context and backgroundGive some details so others understand your situation. Mention:Which Docusign product you're using (eSignature, CLM, Navigator, etc.) Any relevant settings or configurations What you've already tried and what happenedExample:"I'm using Docusign CLM to manage vendo

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Community Admin
matthew.lusher
Docusign Employee
matthew.lusherDocusign Employee
published in General Discussion
September 2025 Developer Newsletter: Get ready for Docusign Discover 25!News

Docusign Discover ’25 is where developers and IT leaders come together to shape the next era of agreement management.  Whether you're embedding Docusign into your product, unlocking agreement data with AI, or scaling workflows across systems, this is where you’ll build real solutions, preview new APIs, and connect with peers tackling the same challenges. You’ll also learn how today’s eSignature implementations are evolving into intelligent agreement workflows with automation, deeper integration, and less manual work.Join us October 30 in San Francisco at Hotel Kabuki for a full day of keynote and breakout sessions as well as hands-on labs that walk you through Docusign solution building. And don’t miss our happy hour at 5pm on the 29th!   More good stuff in the September newsletter:Discover vibe coding with the Docusign Developer AI Assistant for VS Code. Understand the challenges that agreements and agreement management present to software developers. See how This Dot Labs connected D

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matthew.lusher
Docusign Employee
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Newcomer
Diego Silverio NascimentoNewcomer
asked in General Discussion
signature certificate

Dear all, In some contracts registered by our partners, the Docsing system is displaying the name of the former manager, C***** B**** da C****, in the signature certificate. I need you to remove C***** B**** da C****'s name so it doesn't appear in the certificate generated for the documents, as the data has already been changed within the platform. There are two certificates that display this error, and I've attached one of them.

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M
Community Moderator
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Newcomer
toniguad74Newcomer
asked in General Discussion
expired link HELP HELP!!!!!!!

i was sent a doc to sign  ,I signned it now the link expired  is there any way to pull that doc back up  again please anyone that can help me get my doc pulled up  HELP HELP!!!!!!

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M
Rising Star
K
Newcomer
kdnsrNewcomer
asked in General Discussion
NA3 - Docusign upgrade (Docusign Transactions Moving to Microsoft Azure)

Hi there, I’m a single user and I’m not sure if I use IP or domain allow-listing? Is this something I only need to worry about if I’m part of a large company with a tech department and security team? I work form home from my laptop. I assume no action is required on my part but wanted to confirm. 

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M
Community Moderator
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Newcomer
lns1993Newcomer
asked in General Discussion
Docusign Transactions Moving to Microsoft Azure, will there be any connections to servers outside the US?

My IT department is concerned about our firewalls blocking in the event any of the servers will be located outside of the US. Any input is appreciated! 

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Community Moderator
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Newcomer
Tom CNewcomer
posted in General Discussion
How does everyone Deal with Docusign frustrations - Does anyone at DocuSign actually use the product?

I’m at the end of my rope at this point, every corner I turn DocuSign finds new ways to frustrate my efforts to use their product.  My frustrations are as both a receiver and sender.I am a subcontractor and I receive about 150-200 DocuSign Envelopes per year and about once a year we will try to bulk send documents to 50-60 employees, for signature.  The single most annoying aspect as a envelope consumer; there’s no ability for me to Tag or annotate for internal use only what an envelope is.  I receive many docusigns that have subjects “Please Sign Docusign 180005220B003” and at any given time I may have 3-4 of similar looking envelope titles from the same client in various stages of review and execution.  So I either need to memorize that 180005220B003 = “5th St Lobby Phase 1 Contract” or I need to go through each one envelope in the queue looking for the correct one.   Then there are the little issues like the forever bug where if I after completing a envelope if I tried to move it to

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Community Moderator
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Newcomer
rpatelNewcomer
asked in General Discussion
Is docusign@ops.docusign.com legit email address?

I got an email stating DocuSign will be moving transactions to Microsoft Azure. As part of the change, it asked us to add several domains in the allow-list. Wanted to make sure if it’s legit before contacting the IT support.  

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Community Moderator
J
Newcomer
JulieRNewcomer
asked in General Discussion
How To Contact Suppport

Hi,I am becoming really frustrated as I would like to discuss the charges on my account with support but am going round in circles.Can anyone help please?ThanksJulie

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J
Community Moderator
K
Newcomer
Kurt OberhausenNewcomer
asked in General Discussion
Docusign Transactions Moving to Microsoft Azure

Hello,  My first question on the move to Microsoft Azure: Is Microsoft Azure already a subprocessor / third party used by DocuSign or are they new? An additional question, based on the the FAQ, it mentions that transactions processing is what is moving:What does processing entail? Is this the entire service including storage of data? Is historical information being migrated as part of this or is it just services and future processing that is being transferred?

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Community Moderator
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Newcomer
CardoNewcomer
asked in General Discussion
How to get metadata from Rules Action into SharePoint document library

Hello All,I set up a DocuSign template where users can send agreement us customers. Once customers sign the agreement, I want those agreements to be stored in a SharePoint document library. I set SharePoint app in the Connection.Then I set up rule and action in the DocuSign.In the action part under the Customize file and folder name/path, there are several options which do not help my idea.I want to capture some document custom fields into the file name so that when it stores into the SharePoint it is easy to find by the document custom fields.Unfortunately, I could find any available solution out there.I would appreciate if some can help me on this.Thanks PS: Please see the attached image for clarification.  

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Community Moderator
J
Newcomer
Joanna-SundharamNewcomer
asked in General Discussion
I am unable to see any invoices in my account - Account ID: 77324897

I am unable to see any invoices in my account - Account ID: 77324897. I made a payment of GBP 12.00 for payment to DOCUSIGN INC on 23 Jun 2025 at 10:24. I am not able to view that invoice. I had downgraded my account after the payment was made.  

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J
Community Moderator
S
Newcomer
SteveH2601Newcomer
asked in General Discussion
How do I contact Customer Support?

How do I contact customer support. It wont allow me to select e-mail or call back as this is for paid users even though I am one and although live chat is available it does nothing when I click on it?

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J
Community Moderator
A
Newcomer
Ali KanbarNewcomer
asked in General Discussion
How to enforce UAE Pass signature in DocuSign envelopes?

Hi everyone,Need help setting up a DocuSign envelope that requires signers in the UAE to use UAE Pass (the national digital ID/signature app) for compliance.My question: Is UAE Pass natively supported in DocuSign? What’s the exact workflow to mandate UAE Pass (not just optional)? Do I need special settings under Recipient Authentication? Context: UAE Pass is mandatory for legally binding e-signatures here. I’ve checked DocuSign’s UAE docs but need practical steps.

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Hengfeng Ge
Frequent Contributor
C
Newcomer
changedmanNewcomer
asked in General Discussion
Fake docusign scam ?

Scam ?  Matthew Koziol <information removed>  Unsubscribe   Aug 12, 2025, 7:47 AM (3 days ago)     to me Hi Sam, Looks like your account is on pace to pass your annual envelope limit — you may already be over. This could mean $3.60–$5.80 per document over your limit on an annual plan, and even more on monthly plans. Let’s do a quick review to get this fixed. <information removed> Matt MATTHEW KOZIOL | Market Development Representative | DocusignC: <information removed> | E: <information removed> | W: <information removed><information removed> 

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Newcomer
M
Newcomer
Miki S.Newcomer
asked in General Discussion
Scam or legit? DocuSign Customer rep offering 1:1 consultation

I received an email from an email address with domatin @csm.docusign.com with an offer for 1:1 consultation. Is this scam or legit?  From: Olivia Chow <>Sent: July 28, 2025 9:35 AMTo: xxxxxxSubject: My company name | Unlock More with Docusign: Free Expert Guidance for YouI’m Olivia with Docusign’s Customer Success team. We wanted to check in and see how your journey is going now that you've had a chance to explore the platform. Are you encountering any challenges, or are there specific features you'd like to understand better? If so, we're excited to offer you a complimentary 1:1 consultation with one of our Docusign Customer Success experts. This is a fantastic opportunity to get personalized guidance on anything you're curious about—whether it's optimizing your sending and signing processes, refining your branding, mastering templates, or exploring other functionalities to maximize your account's potential. We’re ready to help address any blockers you may be facing, too. This v

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Community Moderator
F
Newcomer
fitch10789Newcomer
asked in General Discussion
Obtaining Original Link to Document

The sender of a Docusign envelope has made corrections to a contract without my consent.  Now refusing to send me link to the Issue 1 of the document.  I can only access Issue 2 through my account as the receiver and not the account holder.  I believe certain paragraphs were removed from Issue 1.  Person has sent  an‘Issue 1’ which I do not believe to be the actual Issue 1.  The envelope ID has been removed from this issue.  How can I retrieve the true Issue 1?

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Community Moderator
J
Newcomer
JoyceWNewcomer
asked in General Discussion
Unable to uncheck SMS option when sending envelopes

I have sms texting option for sending envelopes. When we do not need to send via sms we have simple unchecked the box. As of yesterday, we are not able to uncheck the sms option. The box is grayed out and we have not made any changes in our settings. How can we fix this?   

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M
Community Moderator
Z
Newcomer
Zoom056Newcomer
asked in General Discussion
I keep getting charged even though I have cancelled my account several times

I have cancelled my account online and after I kept getting charged raised a case and cancelled it again (even though it was already been cancelled twice) and now I have been charged again.  This is the 4th time now you have stolen money from my credit card.How do I get a refund and also stop future charges 

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J
Community Moderator
G
Newcomer
Gilly73Newcomer
asked in General Discussion
frame number for signature

How do I get the frame number around my signature? I have the personal plan

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J
Community Moderator
Pawan Gangwani
Frequent Contributor
Pawan GangwaniFrequent Contributor
posted in General Discussion
Feeling thankful for this thoughtful gesture from DocuSign Community

Excited to be among the Top 5 Contributors in the DocuSign Community! 🎶I am truly honored and grateful to receive this thoughtful gift resistance bands to help keep me strong both online and offline. Supporting fellow users in the community has been an incredibly fulfilling experience, and I look forward to continuing to contribute and grow together.Thankyou DocuSign for valuing community and for this cool and motivating surprise. ​@Lindsay.Rothfeld 🙌 👪 DocuSign Community Leaderboard Top 5 contributor💹 Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024🤝Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn

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Pawan Gangwani
Frequent Contributor
C
Newcomer
CommunityNewcomer
asked in General Discussion
Fraudulent Docusign Envelope, Ignored Email, but It's Now In My Account, NOT SIGNED, but says they debited money for services.

I’m very concerned, as checked email addresses and they appeared to be spam, I did not open anything and deleted. Was surprised today when I came into my Docusign account to send an agreement and an envelope is there, no signature required but says they debited a direct deposit in around $600, this was not authorized and the phone number is not working on this. How do I take legal action? I’ve checked Docusign support, it’s a maze of confusion. This is not okay, I’ve signed nothing. 

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J
Community Moderator
L
Newcomer
LAureNewcomer
posted in General Discussion
Date au formation européen JJ/MM/AAAA

Bonjour, il serait bien de pouvoir choisir son format de date notamment comme en France jour/mois/année

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L
Newcomer

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